Filed December 31, 2019
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,463 | $42,917+392.7% | $60,899+247.2% | $68,495+208.7% |
| Participation rate | 85.4% | 66.8%+18.6pp | 73.1%+12.3pp | 67.9%+17.5pp |
| Annual return | -12.85% | -13.99%+1.1pp | 16.92%-29.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $9,625 | $1,979+386.5% | $2,702+256.2% | $2,596+270.7% |
| Participant deferral / active EE | $12,528 | $2,867+337.0% | $3,817+228.2% | $4,028+211.1% |
| Admin fee / account holder | $6,472 | $3,102+108.6% | $3,225+100.7% | $5,403+19.8% |